Richard Bernstein Advisors’s United Rentals URI Stock Holding History

Richard Bernstein Advisors’s Portfolio URI Stock Details URI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,765	Closed	-$1.68M	–	204
2025 Q3	$1.68M	Sell	1,765 -2,156	-55%	-$1.92M	0.05%	111
2025 Q2	$2.95M	Hold	3,921	–	–	0.07%	143
2025 Q1	$2.46M	Sell	3,921 -168	-4%	-$115K	0.06%	180
2024 Q4	$2.88M	Hold	4,089	–	–	0.07%	171
2024 Q3	$3.31M	Buy	+4,089	New	+$2.94M	0.07%	144

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Richard Bernstein Advisors's URI Position: Q4 2025 in Review

Richard Bernstein Advisors sold out of United Rentals (URI) in Q4 2025, closing a stake of 1,765 shares — an estimated $1.68M sold.

Richard Bernstein Advisors first reported a position in URI in Q3 2024 and held it in 5 quarters. The position peaked at $3.31M in Q3 2024. 1,534 funds tracked by Wall St. Rank hold URI as of Q4 2025.

Richard Bernstein Advisors reported no remaining United Rentals position as of Q4 2025 after selling out during the quarter.
Richard Bernstein Advisors sold 1,765 United Rentals shares in Q4 2025, an estimated $1.68M.
Richard Bernstein Advisors first reported a position in United Rentals in Q3 2024 and held it in 5 quarters.
Richard Bernstein Advisors's United Rentals position peaked at $3.31M in Q3 2024.
1,534 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on Richard Bernstein Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.